It can be confusing to figure out which items are eligible under a pre-tax account. This list* provides some guidance on the kinds of OTC
OTC items are not eligible for reimbursement if they are normally used for general health, are not used to treat a medical condition (e.g. toothpaste,
Along with your completed claim form, you must submit an itemized receipt that includes the following information: Name of the provider Date of the purchase
To be eligible for reimbursement: A medical item must be used “primarily for the prevention or alleviation of a physical or mental defect or illness.”
Reasonable quantities of eligible OTC items are reimbursable if purchased for either existing or imminent medical conditions. If large quantities are necessary for the treatment
Effective January 1, 2011, the rules changed regarding what is an eligible over-the-counter (OTC) item for reimbursement from a Medical FSA, HRA or HSA. OTC
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